# Appointment call brief for your personal assistant

Reusable template. This file is not an executed call or booking confirmation.

## Business and task

Business name:
Exact location:
Published phone number:
Official source for the number:
Task (new booking, move existing booking, or arrival update):
Appointment purpose:
Required provider, location or party size:

## Acceptable choices

Full dates and local time windows:
Timezone:
Preferred time:
Selection rule if several options fit:
Acceptable provider or location alternatives:
Maximum authorized charge or deposit (write none if none):
Acceptable cancellation terms:
Options that require asking me first:

## Existing booking

Original date, time and location:
Current status if known:
Private confirmation reference if available:
Check the original booking's status before taking action.
Instructions for preserving the original slot while finding a replacement:

## Caller information and scope

Authorized caller identity, checked against saved account profile:
Reservation or patient name, provided privately:
Authorized callback number:
Other authorized identity details required by the business:
Permitted voicemail or callback instructions:
Maximum call duration:
Number of calls authorized:

Book only within the limits above. Collect alternatives outside those limits and ask me before accepting them. Resolve missing required information before dialing. Ask about deposits, cancellation terms and arrival instructions. Do not invent an identity detail or payment permission.

## Suggested task prompt

Use call4me to call the specified business using this brief. First check whether an existing booking is active. You may book one appointment within the dates, times, provider, location and cost permissions above. Ask to preserve an active original slot until a replacement is confirmed, according to my instructions. If the business cannot follow that process, report the options and ask me. Read back the full date, local time, provider or party size and location. Ask about cancellation terms, arrival instructions and written confirmation. Return the exact outcome, the old booking's status, available transcript or recording, and all unresolved questions. Ask separately before changing my calendar.

For an arrival update, tell the desk my original appointment time and expected arrival, ask whether I should still come in, and preserve any conditions in its response. Collect other options without accepting an appointment change unless I authorize it above.

## Return to my planning conversation

Outcome (confirmed booking, offered option, conditional acknowledgment, callback required, or unresolved):
Confirmed date and local time:
Timezone, confirmed or still to check:
Provider, location or party size:
Original booking's final status:
Confirmation reference if supplied:
Deposits and cancellation terms:
Arrival instructions from the business:
Written confirmation promised:
Written confirmation actually received, if independently checked:
Supporting transcript passage:
Available recording:
Unanswered questions:
Next decision for me:

Keep promised confirmation separate from confirmed receipt. A phone call does not establish a calendar update or attendance.